2026-06-11T11:01:08-05:00 2026-03-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2025-04-01 510214040 MORRIS FINGERSH SCHOLARSHIP TRUST FD CO FING 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 GEORGE FISCHER Executive Offic 8168607711 2026-06-08 true LAUREN R TAKACS P01252796 4126447417 2026-06-08 2025 2025-03-06 01:10:19Z X 227329 X 7494 7494 8837 47122 8837 0 16331 16331 3301 1650 1650 0 0 0 0 0 0 0 0 105 19 0 0 0 0 0 0 0 3406 1669 0 1650 10696 10696 14102 1669 0 12346 2229 14662 0 7848 7894 7894 0 0 0 205992 208179 219435 213840 216073 227329 0 X 213840 216073 213840 216073 213840 216073 213840 2229 4 216073 0 216073 10.307 BAIRD INTERMEDIATE BOND-INST 2024-10-07 2025-07-01 108 109 -1 -1 167.495 BAIRD INTERMEDIATE BOND-INST 2024-03-28 2025-07-01 1755 1724 31 31 13.563 CAUSEWAY EMERGING MKTS-INST 2025-03-14 2025-07-01 173 151 22 22 8.027 FIDELITY INTL INDX 2025-03-14 2025-07-01 459 422 37 37 6.635 FIDELITY SM CAP INDX PREM 2025-01-10 2025-07-01 182 180 2 2 14.62 FIDELITY MID CAP INDX 2024-03-27 2025-07-01 520 474 46 46 9.763 SEAFARER OVERSEAS GROWTH & INCOME FD I 2020-11-05 2025-07-01 131 128 3 3 5. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-07-01 487 512 -25 -25 7. ISHARES MSCI USA QUALITY FAC 2023-06-05 2025-07-01 1275 909 366 366 9.139 MFS INSTL INTL EQUITY FUND 2022-09-02 2025-07-01 363 241 122 122 32.641 PGIM HIGH YIELD-R6 2020-01-13 2025-07-01 158 182 -24 -24 3.204 TRIBUTARY SMALL COMP-INST+ 2023-01-17 2025-07-01 95 90 5 5 8.773 VANGUARD 500 INDEX-ADM 2024-06-28 2025-07-02 5041 3917 1124 1124 4.987 CAUSEWAY EMERGING MKTS-INST 2025-01-10 2025-10-01 70 53 17 17 1.042 FIDELITY INTL INDX 2025-03-14 2025-10-01 63 55 8 8 5.818 FIDELITY SM CAP INDX PREM 2025-01-10 2025-10-01 178 158 20 20 2.426 FIDELITY MID CAP INDX 2024-03-27 2025-10-01 90 79 11 11 2.207 SEAFARER OVERSEAS GROWTH & INCOME FD I 2020-11-05 2025-10-01 32 29 3 3 19. ISHARES MSCI USA QUALITY FAC 2025-03-14 2025-10-01 3718 3327 391 391 54. ISHARES MSCI USA QUALITY FAC 2024-07-31 2025-10-01 10566 7388 3178 3178 2.623 MFS BLND RESRCH M/C EQ-R6 2024-11-19 2025-10-01 41 43 -2 -2 12.473 VANGUARD 500 INDEX-ADM 2024-09-27 2025-10-01 7726 5345 2381 2381 199.095 BAIRD INTERMEDIATE BOND-INST 2025-11-25 2026-02-05 2104 2106 -2 -2 37.556 BAIRD INTERMEDIATE BOND-INST 2024-10-25 2026-02-05 397 393 4 4 85.639 DODGE & COX INCOME-I 2009-08-20 2026-02-05 1106 1092 14 14 2.122 FIDELITY SM CAP INDX PREM 2025-01-10 2026-02-05 68 58 10 10 9.254 FIDELITY MID CAP INDX 2025-01-10 2026-02-05 352 310 42 42 13.068 MFS BLND RESRCH M/C EQ-R6 2024-11-19 2026-02-05 202 212 -10 -10 2.343 MFS INSTL INTL EQUITY FUND 2022-09-02 2026-02-05 96 62 34 34 114.20592 BAIRD INTERMEDIATE BOND-INST 2025-12-29 2026-03-23 1197 1206 -9 -9 28.97508 BAIRD INTERMEDIATE BOND-INST 2025-09-23 2026-03-23 304 305 -1 -1 128.08 BAIRD INTERMEDIATE BOND-INST 2025-01-28 2026-03-23 1342 1324 18 18 50.96 DODGE & COX INCOME-I 2025-10-01 2026-03-23 653 655 -2 -2 428.262 DODGE & COX INCOME-I 2009-08-20 2026-03-23 5490 5460 30 30 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 CAPITAL GAIN DIVIDENDS P 992 8837 204 0 204 0 204 152 0 0 152 0 52 0 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168607711 1010 GRAND 3RD FLR KANSAS CITY MO 64106 false false false false true false false false false false false false false false false false false false false false false false UMB BANK N A 1010 GRAND KANSAS CITY MO 64106 TRUSTEE 2 3301 NONE 0 NONE 0 220082 7777 0 227859 0 0 227859 3418 224441 11222 11222 204 204 11018 0 11018 0 11018 12346 0 0 0 0 12346 11018 0 0 5687 3244 652 1601 0 11184 12346 0 0 0 11018 1328 0 0 12512 0 0 0 0 0 0 5687 6825 3244 652 1601 0 1328 NONE NONE TRUSTEE MORRIS FINGERSH SCHOLARSHI PO BOX 419692 KANSAS CITY MO 64141 8168607711 WRITTEN APPLICATION BY STUDENT (NO FORM) JUNE 1 LIMITED TO STUDENTS AT HYMAN BRAND HEBREW ACADEMY HYMAN BRAND HEBREW ACADEMY 5901 COLLEGE BLVD OVERLAND PARK KS 66211 NONE PC SCHOLARSHIP 10696 10696 14 7494 18 8837 16331 16331 false false false false false false false false false false ROUNDING 4 FEDERAL ESTIMATES - INCOME 86 0 0 FOREIGN TAXES ON QUALIFIED FOR 13 13 0 FOREIGN TAXES ON NONQUALIFIED 6 6 0